CWS FINANCIAL ADVISORS LLC
Kalamazoo, MI
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(269) 349-4600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
616 advisers found
LVM CAPITAL MANAGEMENT LTD
Portage, MI
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
269-321-8120
MANAGED ASSET PORTFOLIOS, LLC
Rochester, MI
AUM
$1.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
248-601-6677
JAY A. FISHMAN, LTD
Troy, MI
AUM
$1.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
248-740-9400
COLUMBIA ASSET MANAGEMENT, L.L.C.
Ann Arbor, MI
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
734-665-1455
STRAIGHTLINE
Troy, MI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
248-269-8366
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
248-380-1700
LVZ, INC.
Holland, MI
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
616-394-4994
FINANCIAL ADVISORY CORPORATION
Grand Rapids, MI
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
616-235-5260
INTEGRATED INVESTMENT CONSULTANTS, LLC
Bloomfield Hills, MI
AUM
$1.08B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
866-433-3581
ISTO ADVISORS, LLC
Troy, MI
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
248-458-1100
PENINSULA CAPITAL PARTNERS, L.L.C.
Southfield, MI
AUM
$1.04B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
313-237-5100
WILLIAM MACK & ASSOCIATES INC
Troy, MI
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
248-643-4310
HURON CAPITAL PARTNERS LLC
Detroit, MI
AUM
$1.02B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
313-962-5800
ASSET ALLOCATION STRATEGIES, LLC
Farmington, MI
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-489-0101
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
Grand Rapids, MI
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
616-942-1580
CARRERA CAPITAL ADVISORS
Troy, MI
AUM
$968.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-362-5009
LIFEWORKS ADVISORS, LLC
Grand Rapids, MI
AUM
$966.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(616) 200-6512
STONEBROOK PRIVATE LLC
Northville, MI
AUM
$937.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(248) 349-3027
LSIA
Bloomfield Hills, MI
AUM
$932.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
414-459-1759
OLD MISSION INVESTMENT COMPANY, LLC
Traverse City, MI
AUM
$929.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
231-929-4100
DILLON & ASSOCIATES INC
Jackson, MI
AUM
$916.4M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
517-796-7090
CRANBROOK WEALTH MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$906.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
248-362-0900
JLB & ASSOCIATES INC
Plymouth, MI
AUM
$892.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
734-454-9191